Avantax Planning Partners, Inc. Ishares Tr Call Options Transaction History
Avantax Planning Partners, Inc.
- $3.11 Billion
- Q2 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding IYE
# of Institutions
317Shares Held
14.7MCall Options Held
8.6KPut Options Held
0- 
    
      Morgan Stanley New York, NY2MShares$90.9 Million0.01% of portfolio
- 
    
      Pgim Custom Harvest LLC Newark, NJ1.45MShares$66.1 Million1.37% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC1.17MShares$53 Million0.0% of portfolio
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      Wells Fargo & Company San Francisco, CA968KShares$44 Million0.01% of portfolio
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      Goldman Sachs Group Inc New York, NY923KShares$41.9 Million0.01% of portfolio